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TDIFX Dimensional Retirement Income Instl

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Fund TDIFX Dimensional Retirement Income Instl VTINX Vanguard Target Retirement Income Inv  
Similarity
?
100% 93%
Annual Fees
?
$23.71
(0.23% Exp. Ratio)
$14.43
(0.14% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.09% annual return
$23,231.56 $23,868.55
Est. savings over 30 yrs +$636.99
Return
As of 11/30/16
1 YR RETURN 3.15%
3 YR --
5 YR --
10 YR --
1 YR RETURN 3.43%
3 YR 3.32%
5 YR 4.83%
10 YR 4.77%
Description
The investment seeks to provide total return consistent with the Portfolio's asset allocation. To achieve its investment objective, the fund allocates its assets to other mutual funds managed by the Advisor according to an asset allocation strategy designed for investors who have retired and are planning to withdraw the value of the investment in the Portfolio over many years. As of February 28, 2016, the fund has a target allocation of 15% to 25% to equity underlying funds and a target allocation of approximately 75% to 85% to fixed income underlying funds.
The investment seeks to provide current income and some capital appreciation. The fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors currently in retirement. Its indirect bond holdings are a diversified mix of short-, intermediate-, and long-term U.S. government, U.S. agency, and investment-grade U.S. corporate bonds; inflation-protected public obligations issued by the U.S. Treasury; mortgage-backed and asset-backed securities; and government, agency, corporate, and securitized investment-grade foreign bonds issued in currencies other than the U.S. dollar.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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